See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,281 | $81,632-1.7% | $70,449+14.0% | $158,922-49.5% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 27.74% | 208.40%-180.7pp | 109.03%-81.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $4,974 | $3,217+54.6% | $2,737+81.8% | $4,761+4.5% |
| Participant deferral / active EE | $10,968 | $4,554+140.8% | $3,709+195.7% | $5,982+83.3% |
| Admin fee / account holder | $3,883 | $6,193-37.3% | $3,845+1.0% | $11,246-65.5% |